IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in iShares S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
17.22%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.88%
New
47
Increased
252
Reduced
272
Closed
38
Calls
$3.03M
Puts
$5.83M
Net Calls
-$2.8M
Net Calls Change
-$3.77M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$185M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$87.9M
4
AG
Advisor Group
Arizona
+$68.7M
5
HCM
Howard Capital Management
Georgia
+$59.6M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
HNB
Huntington National Bank
Ohio
-$72.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
476
Eldridge Investment Advisors
New Hampshire
$537K – – –
BFM
477
Boston Financial Management
Massachusetts
$532K -$39.9K -900 -7%
CCMD
478
Cypress Capital Management (Delaware)
Delaware
$532K – – –
PA
479
Parallel Advisors
California
$531K +$177 +4 +0%
DAS
480
Dynamic Advisor Solutions
Arizona
$528K -$807K -18,204 -60%
NFG
481
Next Financial Group
Texas
$516K -$1.13M -25,456 -69%
MFW
482
Meristem Family Wealth
Minnesota
$516K – – –
CCM
483
Condor Capital Management
New Jersey
$515K +$65.3K +1,476 +15%
TYCC
484
Texas Yale Capital Corp
Florida
$514K – – –
HSA
485
HBK Sorce Advisory
Pennsylvania
$514K +$7.62K +172 +2%
CAM
486
Carret Asset Management
New York
$514K +$35.4K +800 +7%
SMG
487
Smart Money Group
Texas
$513K +$513K +11,572 New
ST
488
Sageworth Trust
Pennsylvania
$510K – – –
BOS
489
Bank of Stockton
California
$508K +$172K +3,884 +51%
KWM
490
Kingsview Wealth Management
Oregon
$504K +$170K +3,836 +51%
QCG
491
Quadrant Capital Group
Ohio
$503K – – –
PWA
492
Providence Wealth Advisors
Illinois
$501K – – –
FIM
493
Fernwood Investment Management
Massachusetts
$499K – – –
MWM
494
Modera Wealth Management
New Jersey
$493K +$493K +11,140 New
AIA
495
Arbor Investment Advisors
North Carolina
$491K – – –
SWA
496
Sutton Wealth Advisors
Florida
$484K – – –
OIWM
497
OptiFour Integrated Wealth Management
Virginia
$480K – – –
RRWA
498
Rainey & Randall Wealth Advisors
Florida
$479K – – –
BBPWM
499
Blue Bell Private Wealth Management
Pennsylvania
$475K -$4.32K -200 -0.9%
PAG
500
Pinnacle Advisory Group
Maryland
$475K +$39K +880 +9%
18 19
20
21 22